Author: Tom Nolle

Cisco is consolidating its video activities into a single unit and its Videoscape head is leaving.  The decision seems an odd one to me if you look at things from a market perspective.  Videoscape was arguably the most complete suite of content delivery elements available from anyone, but the sheer scope of the product seemed…

Huawei, who has been gaining influence by leaps and bounds simply because it’s the network industry price leader, showed real gains in strategic insight in our most recent survey.  Now, Huawei is demonstrating that it intends to keep up its “build-a-strategy” trend by naming a kind of “Chief Security Officer”.  The mainstream thought is that…

Alcatel-Lucent announced its numbers this morning, and while their results met expectations on the revenue side they fell short of Street estimates on the profit line.  That sent their shares skidding pre-market, making them another telecom equipment casualty.  The financial analysts are calling this a second-half market weakness, but of course it’s more than that. …

Well, Juniper reported its numbers yesterday after the markets closed, and they booted their quarter and their guidance in a performance reminiscent of Cisco’s last quarterly call.  Nothing matched Street expectations, and the stock was down by 17% in the after-market.  Part of the issue may have been that the stock was actually up during…

Financial analysts have noted that US carrier capex was soft in the first half, a trend that’s somewhat consistent globally, and also that there appears to be a shift of focus toward projects that are perceived as being direct revenue generators.  This information backs up our survey results, which have shown that monetization projects are…

Tech earnings continue to give us some interesting data points, and possible contradictions, in the overall tech space and in the networking space.  We also had some M&A, so let’s get to it. Intel beat Street estimates in both revenue and profit, largely on the strength of business purchases of PCs and servers.  It’s Atom…

A tale of two companies, and possibly an example of unfortunate timing as well.  Cisco yesterday announced it was laying off 6,500 workers, and IBM announced it was raising its guidance after having beat the revenue numbers expected by the Street.  Both companies ended the session yesterday off slightly, but the contrast here is interesting….

Google reported its numbers, and by any measure it had a stellar quarter.  Revenues were up 32% and they beat Street estimates across the board.  While the dark side of success will likely be greater anti-trust scrutiny for Google, it’s better than turning in bad numbers and seeing shares fall.  But for me, two non-financial…

In yet another price change that angers customers, VMware announced a new pricing strategy for its vSphere 5 and the new pricing could create significant increases in license costs for some customers—as much as nearly 4x.  Our model suggests that the typical user will pay less than 20% more, but it’s pretty likely that the…

The EU is a focus of a lot of things these days, and we can now add net neutrality to the list.  The EC hearings on the issue, launched late in June, produced the predictable results—people are alarmed at the risk of loss of innovation and privacy and competitiveness, but they have no practical contributions…